You've come to the right place, @elholland.
In QuickBooks Online (QBO), transactions may tend not to find a match due to the following reasons:
- The payees, amounts, and dates don't match
- The transaction is older than 6 months
- The bank account on the payment is not the same as the bank where the match is located
- The payment has been reconciled
- The transaction is already matched to something else
- There's a multicurrency issue with the exchange rates, or the transaction doesn't pass through the home currency at some point.
To be able to find a match to the transaction, please follow these steps.
- Go to the Banking page, and select Transactions.
- Select the tile for the account you want to review.
- Select the For review tab to start your review.
- Find the added transaction with the Match option. Note the Date, Descripton, Payee, and amount spent or received.
- Review the Matching records found since this is the possible matching transaction you already entered in QuickBooks.
- Select the link next to each match to get more details.
- Make sure this is the correct match. In particular, review the Deposit to, Payment method, and Bank account fields on forms for the existing transactions in QuickBooks.
- If this is the correct match, close the open transaction and select Match.
Also, you can consider creating a bank rule to speed up the review process since it automatically categorizes transactions from your bank.
Additionally, here's an article that'll help you in case you need to change or move transactions to a different account: Unmatch downloaded bank transactions or move them to another account.
Should you have any additional queries with regard to bank transactions in QuickBooks Online, please feel free to tag my name in the comment section. I'm always available to assist you further. Have a great day!
